+11.3%
NEE vs BKR
+172.8%
-161.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -1.3% | -7.0% | +5.6% | -0.7% |
| 30D | -3.3% | -8.1% | +4.8% | -2.6% |
| 3M | -2.3% | -6.6% | +4.4% | -1.7% |
| 6M | -8.9% | +0.9% | -9.7% | -9.3% |
| YTD | +4.8% | +31.1% | -26.3% | +1.5% |
| 1Y | +18.7% | +27.7% | -9.0% | +15.2% |
| 3Y | +33.2% | +71.2% | -38.0% | +23.1% |
| All | +11.3% | +172.8% | -161.5% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling